Indexes in the Changing Investment Landscape

Brendan Maton
Indexes in the Changing Investment Landscape
Current, possibly unintended, exposures within institutional portfolios:
How Defensive and Dynamic indexes can help you understand and manage risk
from Russell Indexes, Russell Investments

We invite you to join Russell market experts to hear why the intelligent use of risk-oriented indexes can be beneficial to institutional portfolios. They will offer an overview of risk-weighted indexes and look at how they differ from traditional indexes. They will also offer insight into Defensive and Dynamic Indexes and their ability to enable investors to go beyond traditional style measures to consider quality and volatility, in addition to stock price, to more comprehensively evaluate company risk.

Join Lloyd Raynor, Senior Consultant, Consulting—EMEA, Russell Investments and Rolf Agather, Managing Director of Research and Innovation, Russell Indexes, Russell Investments, to hear their perspectives on volatility management in institutional portfolios:

Lloyd and Rolf will share their insights on:
• What are risk oriented indexes and why are institutions interested?
• What are the current institutional exposures and what should drive institutional allocation targets?
• Developing a new process for analysis of market and manager performance
• How has a risk-based approach behaved in practice? The impact across extreme markets, up/down markets and sector weightings.
Oct 23 2012
63 mins
Indexes in the Changing Investment Landscape
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    • Determining the appropriate factors for the plan
    • Choosing an index to capture the selected factors
    • Factor performance metrics
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Live interviews, roundtables & presentations
This webcast channel is for pension funds and other institutional investment professionals in Europe, the USA and Asia. It is particularly relevant for pension fund executives, trustees, consultants and investment managers. IPE will be bringing its community live interviews with leading figures in the market, hosting roundtable discussions on specific topics such as asset allocation and also sharing latest thought-leadership from investment experts.

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